AGENDA

jANUARY 26th - mONDAY

8:00 AM - REGISTRATION OPENS

Pick up your name badge, grab a light bite and network early with other attendees.

8:45 AM - OPENING & WELCOME REMARKS

Enjoy a brief introduction from your conference co-hosts.

9:00 AM - THE DETROIT PARADOX - IS YOUR FAMILY OFFICE NEXT?

Success generates resources. Resources create insulation from reality. Insulation prevents adaptation. And the absence of adaptation becomes irreversible structural decay. Detroit's automakers, flush with profits, stopped asking whether their business model was sustainable—until it was too late. This session delivers the diagnostic framework to identify whether your family office has crossed into the danger zone. 

Through rapid tabletop assessments, you'll evaluate your own operation against 12 early-warning signals of institutional drift, test your family's decision velocity, and map the specific insulation layers preventing reality from reaching leadership.

Key Outputs:

• The Detroit Paradox diagnostic: identifying insulation from reality in your operation

• Live assessment: when complexity becomes brittleness—the early-warning signals

• 12-month transformation roadmap: reversing structural decay before it calcifies

• Speaker: Angelo Robles, Host and Founder, SFO Continuity & Billionaire Mastermind

• Speaker: Jim Blom, Family Principal & Advisor

9:40 AM - THE GREAT REVERSAL - FINANCIAL ASSETS TO HARD ASSETS

The Great Financialization is reversing. Mining represents 1% of the S&P 500—the lowest concentration in recorded history—at the precise moment AI requires copper, lithium, rare earths, and energy infrastructure at scales that don't exist.

The math is simple: intelligence becomes free, materials remain scarce. Every AI model requires physical substrate—data centers, chips, power—that cannot be coded into existence.

Key Outputs:

• Why the next 25 years belong to hard assets, not financial engineering

• Specific sectors and companies positioned for the materials supercycle

• How to outpace the 8-10% money printer (when S&P returns ~9%, you're just treading water)

• Speaker: Angelo Robles, Host and Founder, SFO Continuity & Billionaire Mastermind

• Speaker: Jim Blom, Family Principal & Advisor

• Speaker: Ram Ahluwalia, Founder, Lumida

10:20 AM - NETWORKING BREAK

10:50 AM - THE REVISED INVESTMENT DECISION MATRIX - AI-PROOF YOUR PORTFOLIO

The old rules are dead. We're moving from "durable competitive advantages" to "compounding adaptive advantages." Winners accumulate data, compute, and network effects faster than competitors can AI-copy them. Losers have static moats that AI can simply learn and replicate.

This session delivers the new 10-point evaluation framework for every investment in your portfolio.

The New Decision Matrix:

• AI-proof moat strength—can AI commoditize this?

• AI-era runway—compressed timelines, new adjacencies

• Compute/data/network positioning—new supply constraints

• AI leverage ratio—revenue per employee trajectory

• Commoditization resistance—how fast can AI replicate this?

The Fundamental Question: Does this business get stronger or weaker as AI gets 10x better next year?

• Speaker: Angelo Robles, Host and Founder, SFO Continuity & Billionaire Mastermind

• Speaker: Ram Ahluwalia, Founder, Lumida

11:30 AM - SOVEREIGN RISK & ESCAPE VELOCITY - MULTI-JURISDICTIONAL FORTRESS STRUCTURES

The Romanovs thought their dynasty was eternal. The kulaks thought their farms were secure. The Jews of Weimar Germany thought their prosperity was protected by law. In each case, the warning signs were visible years before the collapse—but the cost of seeing them was too high.

Sovereign risk is no longer an emerging-market problem—it is a universal condition. You have wealth that exists at the pleasure of a government whose solvency, competence, and goodwill are all declining simultaneously.

Key Outputs:

• When to abandon "tax optimization" for "regime-proof structures"

• 5 sovereign countries families should consider for optionality, resources, banking and living

• Multi-jurisdictional fortress architecture that survives the next 100 years

Structure is everything. You're asking "Which country has low taxes?" when you should be asking: "How do I ensure my capital survives the next 100 years regardless of what happens?”

• Speaker: Angelo Robles, Host and Founder, SFO Continuity & Billionaire Mastermind

• Speaker: Thomas Handler, Handler Law

12:10 Pm - BEYOND WEALTH PRESERVATION: THE MORTALITY CRISIS

Your Family Office Protects Assets. Who's Protecting Your Family's Lives?

Two breakthrough therapies—backed by Peter Thiel and advancing through FDA trials NOW—could rewrite cancer and mental health treatment within 24 months. While most families wait for mainstream adoption years later, this session gives you early access to the scientists making it happen.

ANGIEX – Eliminating Solid Tumors Phase 1 trials. Zero off-tumor side effects. One breakthrough: attacking cancer's blood supply AND tumor cells simultaneously. The founders who pioneered the first major cancer breakthrough (angiogenesis) are doing it again. Their ADC therapy targets ALL solid tumor cancers—the ones that kill most families. 

NRX PHARMACEUTICALS – 87% Response Rate for Treatment-Resistant Depression When family members face mental health crises and traditional treatments fail, 87% response rates and 72% remission rates matter. Ketamine protocols integrated with TMS transcranial technology. Partnership with Neurocare Group scales globally NOW. Expanding to PTSD, autism, traumatic brain injury. 

Why This Matters for Family Offices: Traditional families learn about breakthrough treatments years after they're FDA-approved. Elite families have relationships with the scientists BEFORE trials complete—when early access protocols still exist and clinical trial participation is possible.

Furthermore families with access to scientists and experts have an inside track on funding life science developments – blending returns with impact in a world in which the ultimate crisis preparedness isn't just financial. It's medical.

• Moderator: Andrea Bartzen – Family Principal and Discussion Leader

• Speaker: Paul Jaminet – Founder & CEO, Angiex

• Speaker: Dr. Jonathan Javitt – Founder & CEO, NRX Pharmaceuticals

12:50 Pm - Special Presentation - Sally’s Apizza

Sally’s Apizza is changing the pizza landscape by combining inspiring interiors, elevated hospitality, and craveable pizza that people are willing to stand in line for. #1 rated by top pizza reviewer Dave Portnoy, we have a history of celebrity fans that includes Frank Sinatra, JFK, U2, the Rolling Stones, Whitney Houston, Gwyneth Paltrow and Conan O’Brien. 

Our mission as a company is to bring truly great pizza and gourmet level Italian food into the suburbs of America at scale.

• Speaker: Christian Bonaventura, Brand Advisor, Sally’s Apizza

1:05 PM Lunch session

• Sponsored By: Sam Floyd, Abacus Global Management 

2:05 PM - 48-Hour Cyber Breach Crisis Simulation

You're 12 hours into a ransomware attack. $700M frozen. Attackers have your family's financial records, trust structures, and internal communications—threatening to leak everything unless you pay $50M by Sunday night. This live tabletop drops you inside an actual extortion scenario facing family offices right now. You'll see how elite fixers assess damage in minutes, determine threat credibility, and execute decisions while the clock burns.

The brutal truth: families with established protocols contain breaches in 18-36 hours. Families that schedule calls to "discuss options" lose leverage, pay more, and still end up in the Wall Street Journal. Learn exactly who A-player offices call first, what questions separate signal from noise, and why speed beats perfection when your action window is collapsing.

• Speaker: Chris Schoenwetter, Director, Cybersecurity Services, BW Cyber LLC

2:45 PM - Instant Response Sessions: Reputational Detonation & Cross-Border Business Lockdown

Your family's name is trending on Twitter. A disgruntled employee just posted internal documents. Bloomberg is calling for comment in 90 minutes. This rapid-fire exercise shows how families with fixer networks kill stories before they metastasize—while others watch their reputation collapse across social media, press, and regulatory channels. You'll learn the 60-minute decision matrix: assess legal exposure, deploy crisis PR, and determine when litigation accelerates versus contains damage. Families that survive reputational attacks activate response teams within the first hour. The ones that schedule Monday strategy meetings become cautionary tales.

Overnight capital controls just hit. $200M trapped in your largest operating company. Local partners demanding decisions. Supply chains freezing. Payroll inaccessible. This compressed scenario reveals how elite offices navigate sudden sovereign risk—currency restrictions, asset freezes, regulatory crackdowns requiring instant coordination across legal, banking, and political channels in multiple jurisdictions. You'll see the playbook: who has actual leverage with authorities, how to move critical assets before borders close tighter, and why pre-positioned specialists extract value while others negotiate from weakness. Speed determines whether you control the exit or become a hostage.

• Speaker: Angelo Robles, Host and Founder, SFO Continuity & Billionaire Mastermind

• Speaker: Jim Blom, Family Principal & Advisor

• Speaker: Thomas Handler, Handler Law

• Speaker: Drew Danner, Andersen Consulting

3:25 Pm - Special Presentation - Ikonic Yachts

IKONIC Yachts serves as a boutique yachting family office, providing comprehensive acquisition, charter, sales, and advisory services exclusively for high-net-worth individuals and family offices.

Ikonic presents on the current state of the yachting industry, and how their offering intersects with the family offices often tasked with overseeing the acquisition, ownership, and sale of these assets. 

3:40 PM - NETWORKING BREAK

4:10 PM - Instant Response Sessions: Litigation Bomb & Tax Authority Raid

A family member just filed a lawsuit challenging the trust structure—alleging fraud, undue influence, and demanding full asset disclosure in public court. Filing hits in 72 hours unless you settle. This exercise reveals how elite families deploy legal fixers to evaluate settlement economics versus litigation exposure, calculate publicity damage, and determine whether aggressive defense or strategic capitulation protects value. You'll see the protocol: which specialists broker private resolutions before court filings become public record, how to protect assets from discovery, and why families with pre-vetted litigation counsel contain these battles in days while others face years of hemorrhaging legal fees and public embarrassment. The first 48 hours determine whether this stays private or becomes a spectacle.

Federal agents just executed a surprise audit. They're seizing servers, interviewing staff, and demanding documentation on five years of international transactions. This compressed scenario shows how families with tax controversy specialists immediately establish attorney-client privilege, control information flow, and coordinate defense across jurisdictions—while unprepared offices inadvertently create criminal exposure through cooperative compliance. You'll learn the instant checklist: who speaks to authorities, how to protect privileged communications, when voluntary disclosure mitigates versus escalates penalties, and why families that survive have specialized counsel on-site within hours. Your response in the first 6 hours defines whether this is manageable or catastrophic.

• Speaker: Angelo Robles, Host and Founder, SFO Continuity & Billionaire Mastermind

• Speaker: Jim Blom, Family Principal & Advisor

• Speaker: Thomas Handler, Handler Law

• Speaker: Kathleen Calabro, Andersen Consulting

4:50 PM - family office perspective on CRE in 2026

Overlapping with the Private Wealth Commercial Real Estate Forum, this session zeroes in specifically on how family offices are approaching commercial real estate going into 2026. Bringing together active principals, CIOs, and advisors, the discussion will highlight how long-term capital is interpreting today’s pricing, debt availability, and risk environment—and where they see compelling entry points across property types. We’ll cover shifts in portfolio construction, direct vs. fund allocations, co-GP participation, private credit strategies, tax-efficient structuring, and the themes shaping their real estate playbooks for the next cycle.

6:00 PM - family office day Closing RECEPTION / UNCORRELATED MIAMI 2026 OPENING PARTY

A joint reception that concludes both the Private Wealth Commercial Real Estate Forum and Family Office Day, while officially opening Uncorrelated Miami 2026. Attendees from all three programs come together for cocktails, light bites, and relaxed, high-quality networking in an elegant setting. This combined event creates a seamless transition from two focused daytime programs into the full week of alternative investment programming, connections, and dealmaking.